Sync Marketing List/Members - For Interest

For Interest

• In new Marketing List, enter the following information:

  • Name: The name of Marketing List.

  • List Type: Select either Static or Dynamic. You can sync both types of Marketing List.

  • Target At: Select either Contact or Lead. You can add either contact or lead to the marketing list based on the option selected. Account type of Marketing list is not supported.

  • Audience: Select the Mailchimp Audience with which you want to sync this Marketing List and its members.

  • Interest: Select the Interest that you want to associate with a member in Mailchimp. The selected interest will be attached to the member in Mailchimp.

• In Members tab, now you can add members from either static or dynamic. Use 'Manage Members' button to add members to the Marketing list.

• As soon as you save the Marketing List, you will see a 'Sync' button. Only System Administrator or Marketing4Dynamics Administrator can sync the Marketing List.

• Once the 'Sync' button is clicked, a dialog box will appear asking confirmation. After getting confirmation, the synchronization process will get started in the background.

• Now the Sync Status will change into 'In Progress'.

• Once the process is completed, the Sync Status will change into either 'Synced' or 'Error'.

• Sync Status of each individual member can also checked.

• During the process, it checks for any existing members in the selected Mailchimp Audience. And if there are members then it updates the members (profile information) or else it will create new members and attach the selected group to them.

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